Are You Flirtin’ With Disaster?
Play • 17 min

By ignoring the simplest fixes in your financial plan, you could be setting yourself up for a potential disaster. Don't wait until it's too late to make these changes.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

1:16 - Charles Shares His Picks For March Madness On The Men’s And Women’s Sides

3:04 - The Risk Of Having Out Of Date Legal Documents

5:06 - Not Correcting Beneficiary Designations

7:35 - Avoiding Tax Problems Of The Future

11:00 - Not Having A Plan For Long-Term Care Expenses

14:27 - Getting To Know You: What Is The Luckiest Thing That Has Ever Happened To You?

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